Unified CRM

Agility

Respond swiftly to regulatory and market change. With an agile, model-driven platform, banks can incorporate best practices and re-use components to reduce cost and decrease time to market.

Improve Relationship Banking

Align suitable products and services with customers’ needs using AI-driven predictive analytics. Pega’s system empowers agents with top offers that drive revenues, as well as the insights they need to provide customer-focused responses and financial advice.

Guide Selling With

Personalized Sales Processes

Ensure all agents and trusted advisors maximize their capabilities with automated, intelligently guided next best actions. Our system blends predictive analytics, knowledge management, and customizable process flows to quickly change sales methodologies to align with priorities and meet compliance needs.

A Unified CRM Suite

Present “one bank” to the customer by connecting marketing, sales, onboarding, and customer service through their entire journey. When a customer’s accounts, transactions, and banking activities are all in one place, everyone can focus on what matters: customer trust.

Engage Anytime With

Mobile Enabled Banking

Collaborate with clients in a branch or on-site using the Banker’s Tablet™. Use our iOS or Android application for mobile access to scheduling, notes, and opportunity details.

Fully Compliant Audit Trails

Whether coaching sales staff or filling customers’ product, account, or service needs, banks need to ensure every move satisfies regulators. Through guided processes and a full audit trail, Pega’s system helps banks with all their compliance needs.

About Pegasystems

Pegasystems Inc. is the leader in software for customer engagement and operational excellence. Pega’s adaptive, cloud-architected software – built on its unified Pega® Platform – empowers people to rapidly deploy, and easily extend and change applications to meet strategic business needs. Over its 30-year history, Pega has delivered award-winning capabilities in CRM and BPM, powered by advanced artificial intelligence and robotic automation, to help the world’s leading brands achieve breakthrough business results.